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CIRAX vs VGWIX
CIRAX vs VGWIX Comparison
Open Charts CIRAX vs VGWIX
American Funds Capital Income Bldr 529A
Price$78.39
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Vanguard Global Wellesley Income I
Price$23.81
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets694.93M
CIRAX vs VGWIX Comparison Chart in %
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CIRAX vs. VGWIX commentary
Jan 15, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CIRAX is a Hold and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 121B vs. VGWIX (695M). VGWIX pays higher dividends than CIRAX: VGWIX (3.88) vs CIRAX (2.86). CIRAX was incepted earlier than VGWIX: CIRAX (24 years) vs VGWIX (8 years). CIRAX (0.62) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 102.00 vs. CIRAX (56.00). CIRAX has a lower initial minimum investment than VGWIX: CIRAX (250) vs VGWIX (3000). CIRAX annual gain was more profitable for investors over the last year : 17.90 vs. VGWIX (14.34). CIRAX return over 5 years is better than : 43.95 vs. VGWIX (20.41).
| CIRAX | VGWIX | CIRAX / VGWIX | |
| Total Expense Ratio | 0.62 | 0.44 | 141% |
| Annual Report Gross Expense Ratio | 0.62 | 0.44 | 141% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 1.977 | 1.535 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 695M | 17,410% |
| Annual Yield % from dividends | 2.86 | 3.88 | 74% |
| Returns for 1 year | 17.90 | 14.34 | 125% |
| Returns for 3 years | 32.79 | 22.58 | 145% |
| Returns for 5 years | 43.95 | 20.41 | 215% |
| Returns for 10 years | 106.93 | N/A | - |
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